SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1079935
LOS ANGELES, CA
Position in CRWD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,162,642
-$3,611,752 QoQ
Shares Held
16,577
-4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#740
of 2,385 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $95,099,265 across 7 Software - Infrastructure names. CRWD ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
239,512 | $89,342,766 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
16,577 | $3,162,642 | |
| 3 | ORCL |
Oracle Corp
|
9,557 | $1,400,578 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,444 | $518,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,342 | $457,648 | |
| 6 | NET |
Cloudflare, Inc.
|
838 | $205,544 | |
| 7 | AIFC |
AI Financial Corp
|
19,672 | $11,606 |
All Filings in CRWD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,162,642 | 16,577 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,774,394 | 17,352 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,711,435 | 18,584 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $9,284,363 | 18,933 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,436,494 | 18,528 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $6,769,183 | 19,199 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $20,470,748 | 59,828 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $16,471,442 | 58,728 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $16,694,438 | 43,567 | Shares | Defined | 2024-07-26 | |
| 2023-09-30 | $485,736 | 2,902 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $559,868 | 3,812 | Shares | Defined | 2023-07-20 | |
| 2023-03-31 | $523,235 | 3,812 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $401,365 | 3,812 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $628,255 | 3,812 | Shares | Defined | 2022-10-20 | |
| 2022-06-30 | $648,449 | 3,847 | Shares | Defined | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||